Everest Group, Ltd.
EG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001095073
No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Everest Group, Ltd. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 590
- +12 vs. Q2 2023
- Shares held
- 40.4M
- +377.1K (+0.9%) vs. Q2 2023
- Total value
- $15.1B
- +$1.42B (+10.4%) vs. Q2 2023
- New holders
- 71
- 224 more added
- Sold out
- 59
- 207 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 690 | $14.2B |
| Q1 2026 | 670 | $12.0B |
| Q4 2025 | 685 | $13.4B |
| Q3 2025 | 677 | $13.5B |
| Q2 2025 | 673 | $13.6B |
| Q1 2025 | 678 | $14.7B |
| Q4 2024 | 694 | $14.6B |
| Q3 2024 | 675 | $15.8B |
| Q2 2024 | 631 | $15.4B |
| Q1 2024 | 640 | $16.2B |
| Q4 2023 | 669 | $14.2B |
| Q3 2023 | 590 | $15.1B |
| Q2 2023 | 582 | $13.7B |
| Q1 2023 | 583 | $13.1B |
| Q4 2022 | 558 | $12.1B |
| Q3 2022 | 510 | $9.66B |
| Q2 2022 | 532 | $10.2B |
| Q1 2022 | 513 | $11.1B |
| Q4 2021 | 479 | $10.2B |
| Q3 2021 | 466 | $9.38B |
| Q2 2021 | 455 | $9.58B |
| Q1 2021 | 464 | $9.29B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 546 | $202.9K | 0.02% | +546 | New |
| V-Square Quantitative Management LLC | 552 | $205.2K | 0.09% | +552 | New |
| Vestmark Advisory Solutions, Inc. | 557 | $207.0K | 0.02% | +557 | New |
| Convergence Investment Partners, LLC | 560 | $208.0K | 0.12% | +560 | New |
| Meeder Asset Management Inc | 580 | $215.6K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 591 | $219.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 591 | $219.7K | 0.01% | −13−2.2% | Reduced |
| Lido Advisors, LLC | 592 | $220.2K | 0.00% | +592 | New |
| Wedmont Private Capital | 571 | $222.7K | 0.02% | −25−4.2% | Reduced |
| Somerset Trust Co | 603 | $224.1K | 0.10% | +603 | New |
| Toroso Investments, LLC | 605 | $224.9K | 0.01% | −1,317−68.5% | Reduced |
| Quent Capital, LLC | 608 | $226.0K | 0.04% | −23−3.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 621 | $230.8K | 0.04% | +621 | New |
| Northwestern Mutual Wealth Management Co | 624 | $231.7K | 0.00% | −53−7.8% | Reduced |
| Ci Investments Inc. | 627 | $233.0K | 0.00% | +447+248.3% | Added |
| Mather Group, LLC. | 630 | $234.2K | 0.00% | +8+1.3% | Added |
| Smithfield Trust Co | 630 | $235.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 635 | $236.0K | 0.00% | +27+4.4% | Added |
| Perigon Wealth Management, LLC | 637 | $236.6K | 0.01% | +637 | New |
| Chesapeake Asset Management LLC | 639 | $237.5K | 0.23% | +181+39.5% | Added |
| Texas Yale Capital Corp. | 650 | $241.6K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 664 | $246.8K | 0.07% | +664 | New |
| DoubleLine ETF Adviser LP | 668 | $248.3K | 0.09% | +16+2.5% | Added |
| Red Door Wealth Management, LLC | 669 | $248.6K | 0.06% | +669 | New |
| Savant Capital, LLC | 686 | $254.8K | 0.00% | −15−2.1% | Reduced |
| Capital Insight Partners, LLC | 735 | $255.1K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 691 | $256.7K | 0.00% | −55−7.4% | Reduced |
| Bessemer Group Inc | 701 | $260.0K | 0.00% | −72−9.3% | Reduced |
| Hyman Charles D | 700 | $260.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 704 | $261.8K | 0.07% | +27+4.0% | Added |
| Banque Cantonale Vaudoise | 712 | $264.0K | 0.01% | −1,473−67.4% | Reduced |
| Leonteq Securities AG | 715 | $265.7K | 0.03% | −26−3.5% | Reduced |
| Ancora Advisors, LLC | 725 | $269.5K | 0.01% | +725 | New |
| iA Global Asset Management Inc. | 735 | $273.0K | 0.01% | −736−50.0% | Reduced |
| Ramirez Asset Management, Inc. | 740 | $275.0K | 0.06% | +740 | New |
| Central Trust Co | 746 | $277.3K | 0.01% | −160−17.7% | Reduced |
| Fifth Third Bancorp | 753 | $279.9K | 0.00% | +122+19.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 765 | $284.3K | 0.10% | +765 | New |
| E&G Advisors, LP | 800 | $297.0K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 800 | $297.3K | 0.02% | −200−20.0% | Reduced |
| CSS LLC | 800 | $297.3K | 0.02% | +800 | New |
| Cresset Asset Management, LLC | 850 | $315.9K | 0.00% | −57−6.3% | Reduced |
| Klingenstein Fields & Co LP | 850 | $315.9K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 877 | $325.8K | 0.04% | +28+3.3% | Added |
| Alps Advisors Inc | 890 | $330.8K | 0.00% | +890 | New |
| Clarius Group, LLC | 904 | $336.0K | 0.03% | −13−1.4% | Reduced |
| Forum Financial Management, LP | 909 | $337.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 927 | $345.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 941 | $349.7K | 0.01% | +941 | New |
| Y-Intercept (Hong Kong) Ltd | 955 | $354.9K | 0.03% | +955 | New |
| Ieq Capital, LLC | 961 | $357.0K | 0.01% | +233+32.0% | Added |
| Pitcairn Co | 963 | $357.9K | 0.03% | +44+4.8% | Added |
| Creative Planning | 970 | $360.6K | 0.00% | −1−0.1% | Reduced |
| Kestra Advisory Services, LLC | 976 | $362.8K | 0.00% | +976 | New |
| 180 Wealth Advisors, LLC | 1,010 | $375.4K | 0.08% | +1,010 | New |
| Keybank National Association | 1,056 | $392.5K | 0.00% | +103+10.8% | Added |
| MAI Capital Management | 1,057 | $392.7K | 0.01% | −32−2.9% | Reduced |
| Raymond James Trust N.A. | 1,093 | $406.2K | 0.01% | +105+10.6% | Added |
| Arrow Investment Advisors, LLC | 1,095 | $407.0K | 0.33% | −8−0.7% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $408.8K | 0.10% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,108 | $411.8K | 0.07% | −63−5.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,111 | $412.9K | 0.28% | +26+2.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,126 | $418.5K | 0.03% | +19+1.7% | Added |
| Stratos Wealth Partners, LTD. | 1,146 | $425.9K | 0.01% | +148+14.8% | Added |
| Truist Financial Corp | 1,166 | $433.4K | 0.00% | −239−17.0% | Reduced |
| Wealthstar Advisors, LLC | 1,167 | $433.7K | 0.19% | +1,167 | New |
| Checchi Capital Advisers, LLC | 1,173 | $436.0K | 0.04% | −80−6.4% | Reduced |
| Winton Group Ltd | 1,180 | $438.6K | 0.04% | +180+18.0% | Added |
| Gsa Capital Partners LLP | 1,192 | $443.0K | 0.04% | +585+96.4% | Added |
| Cetera Advisor Networks LLC | 1,200 | $446.0K | 0.00% | +397+49.4% | Added |
| Jefferies Financial Group Inc. | 1,200 | $446.0K | 0.01% | −50−4.0% | Reduced |
| Atlas Private Wealth Management | 1,200 | $446.0K | 0.24% | 00.0% | Unchanged |
| Blair William & Co | 1,175 | $448.4K | 0.00% | +1,175 | New |
| Traynor Capital Management, Inc. | 1,218 | $452.7K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 1,224 | $454.9K | 0.01% | +243+24.8% | Added |
| Huntington National Bank | 1,227 | $456.0K | 0.00% | −55−4.3% | Reduced |
| D.A. Davidson & Co. | 1,245 | $462.8K | 0.01% | −9−0.7% | Reduced |
| Stephens Inc | 1,288 | $478.7K | 0.01% | +358+38.5% | Added |
| Capula Management Ltd | 1,300 | $483.2K | 0.03% | +1,300 | New |
| Qsemble Capital Management, LP | 1,317 | $489.5K | 0.09% | −33−2.4% | Reduced |
| Erste Asset Management GmbH | 1,300 | $495.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,339 | $497.7K | 0.18% | +43+3.3% | Added |
| Centiva Capital, LP | 1,350 | $501.8K | 0.02% | −1,063−44.1% | Reduced |
| SRB Corp | 1,352 | $502.5K | 0.03% | +161+13.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,352 | $502.5K | 0.02% | +1,352 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,373 | $509.9K | 0.01% | +38+2.8% | Added |
| Chesley Taft & Associates LLC | 1,372 | $509.9K | 0.03% | +317+30.0% | Added |
| Elevated Capital Advisors, LLC | 1,411 | $524.4K | 0.18% | −4−0.3% | Reduced |
| Jump Financial, LLC | 1,433 | $532.6K | 0.02% | −7,572−84.1% | Reduced |
| Magnetar Financial LLC | 1,445 | $537.1K | 0.01% | −7,478−83.8% | Reduced |
| Rowland & Co Investment Counsel | 1,445 | $537.1K | 0.13% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,480 | $550.1K | 0.05% | +250+20.3% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $557.5K | 0.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,510 | $561.2K | 0.04% | −29−1.9% | Reduced |
| American Trust | 1,535 | $570.5K | 0.04% | −863−36.0% | Reduced |
| Strategy Asset Managers LLC | 1,541 | $572.7K | 0.15% | +1,541 | New |
| Metis Global Partners, LLC | 1,572 | $584.3K | 0.03% | +271+20.8% | Added |
| EHP Funds Inc. | 1,600 | $594.7K | 0.28% | +300+23.1% | Added |
| Greenwood Capital Associates LLC | 1,626 | $604.3K | 0.09% | +453+38.6% | Added |
| Unison Advisors LLC | 1,634 | $610.2K | 0.07% | +7+0.4% | Added |